Kingsview Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Sell |
2,716
-73
| -3% | -$24.8K | 0.02% | 605 |
|
|
2025
Q1 | $856K | Sell |
2,789
-405
| -13% | -$124K | 0.02% | 587 |
|
|
2024
Q4 | $1.03M | Sell |
3,194
-9,855
| -76% | -$3.17M | 0.02% | 536 |
|
|
2024
Q3 | $4.1M | Sell |
13,049
-739
| -5% | -$232K | 0.09% | 226 |
|
|
2024
Q2 | $4.1M | Buy |
13,788
+10,453
| +313% | +$3.11M | 0.1% | 204 |
|
|
2024
Q1 | $960K | Sell |
3,335
-547
| -14% | -$158K | 0.02% | 508 |
|
|
2023
Q4 | $1.02M | Sell |
3,882
-585
| -13% | -$153K | 0.03% | 467 |
|
|
2023
Q3 | $1.05M | Buy |
4,467
+2,810
| +170% | +$660K | 0.04% | 418 |
|
|
2023
Q2 | $404K | Buy |
1,657
+456
| +38% | +$111K | 0.02% | 648 |
|
|
2023
Q1 | $271K | Buy |
1,201
+112
| +10% | +$25.2K | 0.01% | 745 |
|
|
2022
Q4 | $229K | Buy |
+1,089
| New | +$229K | 0.01% | 751 |
|
|
2022
Q2 | – | Sell |
-867
| Closed | -$217K | – | 868 |
|
|
2022
Q1 | $217K | Sell |
867
-22
| -2% | -$5.5K | 0.01% | 795 |
|
|
2021
Q4 | $235K | Buy |
889
+22
| +3% | +$5.82K | 0.01% | 804 |
|
|
2021
Q3 | $210K | Hold |
867
| – | – | 0.01% | 790 |
|
|
2021
Q2 | $211K | Buy |
+867
| New | +$211K | 0.01% | 808 |
|
|
2019
Q2 | – | Sell |
-1,324
| Closed | -$208K | – | 443 |
|
|
2019
Q1 | $208K | Buy |
+1,324
| New | +$208K | 0.03% | 422 |
|
|
2018
Q2 | – | Sell |
-1,601
| Closed | -$235K | – | 327 |
|
|
2018
Q1 | $235K | Sell |
1,601
-194
| -11% | -$28.5K | 0.06% | 282 |
|
|
2017
Q4 | $267K | Buy |
1,795
+142
| +9% | +$21.1K | 0.1% | 258 |
|
|
2017
Q3 | $231K | Buy |
+1,653
| New | +$231K | 0.1% | 244 |
|